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Database Migration Tips

Database Migration Tips

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Migrating to Softr databases comes with a lot of benefits, but whenever you’re moving your data to a new place, you need to be fully aware of everything involved. That’s why we put this check list together - to help you learn if migrating to Softr Database is good for you, before doing so. So let’s dive into the do’s and dont’s!

✅ To Know Ahead of Time

  • Duplicate your data and app
    • Make a duplicate base of your Airtable data.
    • Make a duplicate Softr app to test the migration.
  • Handle lookup & rollup fields carefully
    • If you use many Lookup or Rollup fields, put them in a separate view in your duplicate Airtable base.
    • Confirm they are working as intended post migration
  • Plan for Airtable “native” fields
    • Created Time, Created By, Record ID, and some formulas won’t transfer—be ready to recreate them in Softr DB.
    • Update any formulas using these fields (e.g., CREATED_TIME, LAST_MODIFIED_BY).
  • Rollups, Counts, Rich Text, and Formulas
    • Count fields need to be rebuilt in Softr DB.
    • Rich Text fields transfer as Markdown.
    • Double-check formulas—some may not be supported.

🛠 To Do After Migrating

1. Re-map Your Data

  • Swap your data source to Softr DB under Source in the studio.
  • Data fields won’t always re-map correctly—compare with your live app and re-map fields in your duplicate app.
  • Update:
    • Conditional Filters in blocks
    • Search parameters and filter settings
    • Tag colors (if using “as defined in Data source”)
  • Action buttons will stay connected, but fields may reset—review them carefully.

2. Update User Settings

  • User Sync Table: Toggle off “Send User Notification email” during setup.
  • User Groups: Re-map conditional logic settings. Note: user groups may not sync until you publish.
  • Global Data Restrictions: Recreate them from scratch—these don’t carry over automatically.

3. Review Visibility Permissions

  • If you’ve reconfigured User Groups, your page and block permissions should stay intact. Still, test carefully.

🎉 The Benefits of Softr Databases

  • Full control and ownership of your data inside Softr.
  • Faster performance and smoother syncing compared to Airtable.
  • New features like inline editing, Ask AI, and more (only available with Softr DB).
  • A simplified, native environment with fewer external dependencies.
 
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Last updated on August 28, 2025

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